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Fourth Quarter 2012 Financial and Investment Report• MEMORANDUM I FINANCE DEPARTMENT Date: January 17, 2013 To: Mayor & City Council From: Christine Harkess, Finance Director Subject: Fourth Quarter 2012 Financial and Investment Report Attached is the fourth quarter financial and investment report power point presentation. This is a pre -audit report and is subject to change as we complete our year end work. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. • 0 2012 41h QUARTER FINANCIAL & INVESTMENT REPORT CITY OF HOPKINS General Fund — Overview At the end of 4th Quarter - Revenues are at 99.48% of total budget Expenditures are at 99.88% of budget Report is preliminary as we have not yet closed out the year. • 0 r� U 0 • Grants Received 4th Quarter o Federal- $40,213 COPS grant o State - $5,085 for TZD, Seatbelt, DWI, HEAT Enforcement o State - $22,741 for Fire Prevention o State- $4,819 for the Chemical Assessment Team o Met Council - $135,498 for developer assistance. GENERAL FUND REVENUES % age of Budget Actual Budget Taxes $ 8,889,091 $ 8,671,751 97.55% Intergovernmental $ 512,370 $ 527,350 102.92% Licenses, Permits & Fines $ 485,615 $ 689,945 142.08% Charges for Services $ 245,150 $ 302,572 123.42% Miscellaneous $ 424,299 $ 309,901 73.04% Total Revenues $ 10,556,525 $ 10,501,519 99.48% 2 Total General Fund Expenditures 4th Quarter - (in thousands) $10,000 2012 2011 $8,000 2010 ■ 2009 $6,000 $4,000 $2,000 $0 Salaries MaU/Spls Capital General Fund Expenditures Planning & Community Development ■ Other _ General Recreation Government Public Works i I i wIr ■ Community Services /Z Public Safety • 0 i • General Fund Expenditures General Fund Expenditure Comparison 4th Quarter -(in thousands) $12,000 $10,000 $8,000 = - $6,000 $4,000 $2,000 - -- ------ — ---- $0 2012 2011 2010 2009 4 % age of Budget Actual Budget General Government $ 1,224,264 $ 1,257,469 102.71% Community Services $ 896,228 $ 895,005 99.86% Public Safety $ 5,385,456 $ 5,504,303 102.21% Public Works $ 2,198,677 $ 2,114,736 96.18% Recreation $ 533,864 $ 533,089 99.85% Urban Development $ 212,836 $ 200,363 94.14% Other $ 105,200 $ 39,336 37.39% Total Expenditures $ 10,556,525 $ 10,544,301 99.88% General Fund Expenditure Comparison 4th Quarter -(in thousands) $12,000 $10,000 $8,000 = - $6,000 $4,000 $2,000 - -- ------ — ---- $0 2012 2011 2010 2009 4 Special Revenue Fund Special Revenue Fund Revenues t % age of % age of Budget Actual Budget Chemical Assessment Actual Budget $ Chemical Assessment $ 45,000 $ 43,358 96.35% 312,915 Economic Development $ 188,500 $1,127,155 597.96% $ Parking $ 88,500 $ 133,320 150.64% 251,536 Communications $ 201,500 $ 177,537 88.11% 235.28% Depot Coffee House $ 130,000 $ 280,311 215.62% Art Center $ 781,247 $ 698,711 89.44% Special Revenue Fund Expenditure % age of Budget Actual Budget Chemical Assessment $ 45,000 $ 77.504 172.23% Economic Development $ 268,553 $ 312,915 116.52% Parking $ 88,130 $ 92,432 104.88% Communications $ 210,026 $ 251,536 119.76% Depot Coffee House $ 120,175 $ 282,747 235.28% Art Center $ 779,452 $ 756,706 97.08% is 0 • • • 6 Special Revenue Funds Funds Financial Position % age of Budget Change Actual Budget Water $ 1,387,870 $ 1,441,049 In Fund Cash $ 2,156,500 Revenues Expenses Balance Balance Chemical Assessment $ 43,358 $ 77,504 $ (34,146) $ (30,796) Economic Development $1,127,155 $ 312,915 $ 814,240 $1,973,041 Parking $ 133,320 $ 92,432 $ 40,888 $ 214,760 Communications $ 177,537 $ 251,536 $ (73,999) $ 319,703 Depot Coffee House $ 280,311 $ 282,747 $ (2,436) $ 21,662 Art Center $ 698,711 $ 756,706 $ (57,995) $ (780,461) 6 Enterprise Funds Revenues % age of Budget Actual Budget Water $ 1,387,870 $ 1,441,049 103.83% Sewer $ 2,156,500 $ 1,993,360 92.43% Refuse $ 975,360 $ 927,541 95.10% Storm Sewer $ 811,340 $ 804,332 99.14% Pavilion $ 361,180 $ 362,013 100.23% 6 Enterprise Funds Expenditures Enterprise Funds % age of Budget Actual Budget Water $ 1,234,153 $ 1,319,962 106.95% Sewer $ 1,993,348 $ 1,798,748 90.24% Refuse $ 929,976 $ 889,406 95.64% Storm Sewer $ 527,521 $ 516,631 97.94% Pavilion $ 419,005 $ 423,854 101.16% • Enterprise Funds Net Income Cash Revenues Expenses Loss Balance Water $ 1,441,049 $ 1,319,962 $ 121,087 $ 365,809 Sewer $ 1,993,360 $ 1,798,748 $ 194,612 $ 437,562 Refuse $ 927,541 $ 889,406 $ 38,135 $ 663,053 Storm Sewer $ 804,332 $ 516,631 $ 287,701 $ 981,993 Pavilion $ 362,013 $ 423,854 $ (61,841) $ 36,802 • Cash & Investments December 31, 2011 o Bank Sweep Account $11,401,839 o Certificates of Deposit 5,056,000 o Government Securities 5,110,000 Total $21,567,839 • Cash & Investments Breakdown by Fund Ownership General Fund Special Revenue Funds Debt Service Funds Capital Funds Internal Service Funds Enterprise Funds Total • $5,154,715 4,233,262 3,083,226 4,365,883 2,245,535 2,485,218 $21,567,839 Interest Earnings $200,000 $150,000 $100,000 $50,000 $0 2012 2011 2010 2009 Looking Ahead Financial Management Plan Annual Audit 2013 Bond Sale for 2013 street project • • • 9 2012 4th QUARTER FINANCIAL AND INVESTMENT REPORT Questions? • •